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Operations Associate - Drive Success in Financial Operations at Insigneo Securities LLC
Employer
Insigneo Securities LLC
Salary
$75k-$90k (estimated pay)
Location
Miami, FL
Employment Type
Full-time
Сategory
Financial Advisors
Description
Exciting opportunity to join a dynamic team as an Operations Associate at Insigneo Securities LLC, responsible for account reviews and asset movement processes.
Qualifications
  • Bachelor’s degree in Business Administration or related field
  • 5 years of industry related experience
  • FINRA Series 99 or 7 licenses desired
Responsibilities
  • Review account opening documentation
  • Assess plausibility of SOW and financial information
  • Process client’s requests for asset movement
Education
Bachelor’s degree in Business Administration or related field preferred
Benefits
  • health insurance
  • paid time off

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